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Commercial Lines Seminars
(Click on the city links to register)

 
  • Advanced Commercial Lines Case Studies
  • 2 Technical Credits
  • Nick Batistic
Commercial risks can be very complex. In this webinar you’ll analyze in-depth case studies of various commercial risks to design insurance programs that address all exposures and to make risk-management recommendations. The case studies include identification of complex and diverse commercial exposures. This seminar is an excellent opportunity for you to enhance and strengthen your knowledge of commercial risks and coverages. The session is presented through guided discussions.
Who Should Attend: This session will be of particular interest and benefit to intermediate and senior-level commercial lines brokers.
17 Feb 21
Web Broadcast
2PM - 4PM (PT)
Broaden your risk-management knowledge by getting a better understanding of the processes involved when a physical inspection is performed for your commercial-lines client. The topics discussed will include: occupancy classes, constructions classes, interior finishes, and common hazards (heating/electrical/plumbing). Gain a better appreciation of the special hazards associated with different classes of occupancies such as restaurants (fixed extinguishing systems), automotive garages (spray painting & welding), manufacturing (flammable liquids & compressed gases), and woodworking (dust collection & housekeeping). Take a look at premise liability concerns with special emphasis on slip and fall, means of egress, impact protection, snow removal, and more.
Who Should Attend: All commercial lines brokers.
13 Apr 21
Web Broadcast
2PM - 4PM (PT)
Are surety bonds a mystery to you? If so, this webinar will give you an in-depth introduction to the wonderful world of surety! You’ll learn the basics of what surety bonds are, how they work, how they’re purchased, and the most common classes of bonding.
Who Should Attend: All commercial lines brokers, especially those who are relatively new to this class of insurance.
12 May 21
Web Broadcast
2PM - 4PM (PT)
  • Business Interruption - Beyond the Basics
  • 3 Technical Credits
  • Melanie Needham
Put the accounting textbooks aside and obtain the tools you need to feel confident working with business-interruption insurance! In this in-depth and interactive webinar, you’ll get hands-on practice determining coverage levels and claims settlements through case studies. You’ll review the most common forms – Profits, Gross Earnings, and Extra Expense – and walk through a numerical example to see how the actual loss sustained is calculated in each. Overall, you’ll learn about the four key concepts to properly write business income coverage, major business income policy provisions, non-coinsurance options and when to consider them, how to determine extra expense needs and options for providing coverage, how a claim gets adjusted, and common claim issues.
Who Should Attend: All commercial lines brokers who want to become more comfortable working with business-interruption coverage.
11 Mar 21
Web Broadcast
1PM - 4PM (PT)
21 Oct 21
Web Broadcast
1PM - 4PM (PT)
  • Cannabis and the Insurance Industry - Commercial Lines -New-
  • 3 Technical Credits
  • Melanie Needham
In this in-depth webinar, you’ll get all the knowledge you need to understand cannabis-related issues and how the insurance industry is responding. You’ll discuss what cannabis is from its stages of growth to its cultivation. You’ll take a detailed look at cannabis-related legislation and how it affects all lines of business. And you’ll investigate the commercial-lines hazards and exposures cannabis presents and the coverages available in today’s marketplace.
Who Should Attend: All commercial-lines brokers at all levels.
06 May 21
Web Broadcast
1PM - 4PM (PT)
  • Commercial Lines Applications - Why and How Brokers Can Do Better -New-
  • 2 Technical Credits
  • Nick Batistic
Expect discussion on the need to search out – and use – better applications than most insurers provide. The webinar presenter has worked as a consultant to various lawyers on E&O and has seen how good habits work, and what can result when insurance claims go sideways.
Who Should Attend: All commercial-lines brokers at all levels.
17 Nov 21
Web Broadcast
10AM - NOON (PT)
  • Commercial Lines Claims 101 -New-
  • 2 Technical Credits
  • Michael Mesic of Ensure Training & Education
In this in-depth webinar, you’ll start by going over the landscape of current financial losses in commercial lines. From there, you’ll take a look at the CGL policy and business-interruption coverage and learn the reason why insurers are increasingly paying losses under these policies. You’ll dive deep into various commercial-lines claims and talk about why a policy may or may not have the duty to defend or pay. You’ll also learn how quantum is determined for commercial property and liability losses.
Who Should Attend: All commercial-lines brokers, especially those at the junior and intermediate level.
05 May 21
Web Broadcast
10AM - NOON (PT)
  • Getting Started in Commercial Lines - 4-Module Series
  • 12 Technical Credits (3 CE credits per module)
  • Jo Anne Mitchell
Are you new to commercial lines? Have you wondered where you can get the information you need to make the transition to commercial as quickly and smoothly as possible? If so, this webinar series is a must! By completing all four modules, you’ll learn the basics of commercial-risk assessment and get good grounding in commercial property and liability coverages. You’ll be able to apply what you learn right away! In Module 1 you’ll explore risk management concepts and methods to asses a commercial risk using key sections of the CSIO Commercial Application form. You’ll also investigate commercial liability exposures. In Module 2, you’ll look at the basics of commercial building construction and property protection systems. In Module 3, you’ll gain knowledge of commonly used commercial property wordings. And in Module 4 you’ll finish up with an introduction to the Commercial General Liability policy.
Who Should Attend: Account executives and customer service brokers who are transitioning into a commercial lines role. This webinar series is also appropriate for a newly licensed broker moving directly into a commercial lines position.

NOTE: While attendance in all four modules is not mandatory, it’s highly recommended.
Module 1 – Commercial Risk Assessment Using the CSIO Commercial Application
10 Feb 21
Web Broadcast
9:30AM - NOON (PT)
Module 2 – Commercial Building Construction and Property Protection Systems
17 Feb 21
Web Broadcast
9:30AM - NOON (PT)
Module 3 – Introduction to Commercial Property Wordings
24 Feb 21
Web Broadcast
9:30AM - NOON (PT)
Module 4 – Introduction to Commercial Liability Including the CGL Policy
3 Mar 21
Web Broadcast
9:30AM - NOON (PT)
In this interactive webinar, you’ll look at some less-discussed commercial liability exposures. You’ll learn how to help your clients assess their exposures, look at appropriate coverages, and mitigate losses. The discussion will include but not be limited to: Professional Liability, Directors & Officers, Cyber Liability and Excess Liability.
Who Should Attend: All Commercial Lines brokers.
10 Feb 21
Web Broadcast
2PM - 4PM (PT)
  • Implications of Cannabis Legalization - Products Liability -New-
  • 2 Technical Credits
  • Mario Fiorino
Get an advanced understanding of insurance-specific implications of cannabis cultivation and distribution. Explore the emerging product-liability risks for licensed cannabis producers and retailers. In the first part of this in-depth webinar, you’ll discuss the new federal and provincial regulatory landscapes. In the second part, you’ll take a look at cannabis production and distribution as an emerging liability risk: the short-term, mid-term and long-term product-liability risks, the regulatory framework and recall risks, potential theories of liability including failure to warn, potential directors’ and officers’ liability, and insurance solutions for licensed producers and retailers.
Who Should Attend: All commercial lines brokers at all levels.
03 Mar 21
Web Broadcast
2PM - 4PM (PT)
  • Introduction to Commercial Liability, Parts 1 & 2
  • 6 Technical Credits
  • Jo Anne Mitchell
Every business is exposed to the risk of causing third-party injury or property damage through the negligent actions of its employees, contractors, and owners. If you’re new to the commercial side of insurance you should join us for this two-part webinar. You’ll gain a working knowledge of liability exposures faced by commercial-lines clients, discuss the use of disclaimers and waivers as protection against third-party lawsuits, and look at the coverage provided by the Commercial General Liability policy. You’ll also touch on the need for Professional Liability insurance for certain occupations.
Who Should Attend: Sales and service brokers who are new to commercial lines and/or any broker who wants a refresher on this topic.

NOTE: Attendance in both parts of this course is mandatory for CE accreditation.

Part 1: 12 May 21 All Areas Web Broadcast 9:30AM - NOON (PT)
Part 2: 19 May 21 All Areas Web Broadcast 9:30AM - NOON (PT)
  • Introduction to Commercial-Property Wordings, Parts 1 & 2
  • 5 Technical Credits
  • Jo Anne Mitchell
Are you transitioning to the commercial-lines side of the business? Do you want to build confidence dealing with business accounts? If so, this two-part webinar is a “must” for you! Join us for this two-part webinar where you’ll build your working knowledge of commercial-lines property wordings, including the Commercial Building Equipment and Stock form and related policy exclusions and conditions. You’ll learn about commonly used policy endorsements and floaters, and discover how the property section of small business package policies are structured.
Who Should Attend: Sales and service brokers who are new to commercial lines and/or any broker who wants a refresher on this topic.

NOTE: Attendance in both parts of this course is mandatory for CE accreditation.

Part 1: 20 Oct 21 All Areas Web Broadcast 9AM to NOON (PT)
Part 2: 27 Oct 21 All Areas Web Broadcast 10AM to NOON (PT)
  • Special Liability Exposures and Insurance Solutions
  • 2 Technical Credits
  • Alan Kavanaugh
In this webinar, you’ll take an in-depth look at specific liability and associated risk concerns in condominiums, apartments, schools, community halls, and other risks. The topics discussed will include: descriptions of various activities and hazardous areas associated with these occupancies, loss-control practices that should be initiated to help mitigate future liability concerns, and a review of key liability-insurance solutions for these areas. Along the way, you’ll investigate the hazards associated with interior and exterior walkway areas, hallways and means of egress, playground and sports fields, swimming pools and hot tubs, fitness rooms, and more. As an added bonus, you’ll learn how to develop a fully documented inspection program, which you can adapt for use with your own commercial clients and underwriters.
Who Should Attend: All commercial lines brokers.
18 May 21
Web Broadcast
2PM - 4PM (PT)
  • The Impact of COVID-19 on the Insurance Industry -New-
  • 2 Technical Credits
  • Scott Urquhart of Owen Bird Law Corporation
The COVID-19 pandemic has resulted in rapidly evolving claims and exposures for businesses and insurance companies around the world. In this webinar, you’ll take a look at and discuss those claims and exposures. These will include professional liability (i.e., health-care) and business-interruption claims, and their general impact on the liability-insurance environment.
Who Should Attend: All brokers at all levels.
04 Feb 21
Web Broadcast
2PM - 4PM (PT)
  • The Insurance Needs of Manufacturers and Wholesalers -New-
  • 2 Technical Credits
  • Melanie Needham
Take an in-depth look at this interesting class of commercial risk. Discuss the coverages required and how to assess those requirements. You’ll touch on property insurance, general liability insurance (including completed products and operations liability), inherent-defect insurance, and equipment-breakdown coverage. You’ll also learn how to identify and handle particularly complex risks. Plan on doing some fun teamwork and group discussion in this interactive webinar!
Who Should Attend: All commercial lines brokers, especially those who are relatively new to this class of insurance.
14 Apr 21
Web Broadcast
2PM - 4PM (PT)
  • The Secrets to Successful Client Advocacy -New-
  • 2 Technical Credits
  • Nick Batistic
Commercial-lines clients may require advocacy not just with claims assistance but also in the placement of coverage. If as a broker you’re properly aware this, you’ll move from being a mere seller of insurance to a trusted advisor. In turn, this will help improve your client-acquisition success and long-term client retention. In this webinar you’ll examine both the obvious and less-than-obvious aspects of commercial-lines client advocacy to boost your awareness and customer-relationship-building skills.
Who Should Attend: This session will be of particular interest and benefit to junior and intermediate commercial-lines brokers. It will also be a good review and discussion for senior commercial-lines brokers.
09 Mar 21
Web Broadcast
10AM - NOON (PT)
  • The Special Insurance Requirements of Commercial-Condo Owners -New-
  • 2 Technical Credits
  • Jo Anne Mitchell
Just like residential condominiums, commercial condos are units within strata corporations. As such, they’re governed by insurance requirements in the BC Strata Property Act and associated Regulations. During this fast-paced webinar you’ll discuss the building types where commercial condos are found, unit boundaries, what constitutes a unit improvement, and insurance requirements for individual strata-unit owners including coverage for deductible assessments. You’ll gain the knowledge and confidence needed to help your clients make informed insurance decisions in this increasingly complex field.
Who Should Attend: Sales and service brokers who are responsible for commercial accounts, and in-house underwriters and claims adjusters.
24 Nov 21
Web Broadcast
9:30AM - 11:30AM (PT)
  • Trade Credit Insurance -New-
  • 1 Technical Credits
  • Michael Mesic of Ensure Training & Education
Trade Credit Insurance is a risk-management product that protects accounts receivables from loss due to credit risks. These risks include default, insolvency, and non-payment when selling goods and services to customers on credit terms. In this webinar, you’ll get a good understanding of this class of insurance, including who should purchase the policy and the coverage provided. You’ll also discuss how Trade Credit Insurance can be used to extend a company’s credit with financial institutions.
Who Should Attend: All commercial-lines brokers who handle companies with overseas sales.
10 Mar 21
Web Broadcast
11AM - NOON (PT)
  • Understand Your Client's Business Model for Better Service and Sales -New-
  • 2 Technical Credits
  • Nick Batistic
All brokers will enjoy this unconventional look at how to deconstruct a commercial client’s business model and apply that understanding to risk solutions. This will elevate you to becoming a trusted advisor, rather than just an insurance salesperson.
Who Should Attend: All commercial lines brokers at all levels.
13 Apr 21
Web Broadcast
10AM - NOON (PT)
  • Understanding Directors and Officers Liability
  • 2 Technical Credits
  • Mario Fiorino
In this webinar you’ll address the critical issues facing directors and officers today, and get the tools necessary to provide steady and prudent insurance counsel and advice in a demanding legal environment. You’ll learn about the regulatory framework of directors’ and officers’ liability and corporate governance, the liability-risk assessment factors for private and not-for-profit organizations, and the ins and outs of directors and liability insurance coverage. A variety of teaching methods will be applied, including discussion of coverage-specific case studies.
Who Should Attend: All commercial lines brokers at all levels.
30 Nov 21
Web Broadcast
10AM - NOON (PT)
  • Understanding Tenants Legal Liability Insurance -New-
  • 1 Technical Credits
  • Jo Anne Mitchell
Tenants Legal Liability (TLL) is often considered to be a “throw-in “coverage, which makes it easily overlooked and not completely understood. In this webinar you’ll learn the difference between TLL and coverage for tenant Improvements, the coverage that TLL insurance does and does not provide, how TLL functions in tandem with Coverage A of the CGL policy, and the broker’s role in assessing adequate insurance limits for TLL. Along the way you’ll analyze an actual loss in which an improper review of the need for TLL led to a broker-E&O claim.
Who Should Attend: Commercial-lines sales and service brokers, commercial-lines managers and team leaders, and marketing brokers.
20 Apr 21
Web Broadcast
10AM - 11:15AM (PT)
  • Valuable Information about Valuable Papers -New-
  • 1 Technical Credits
  • Nick Batistic
Gain an understanding of the superbroker’s mantra: Know your clients, know your wordings, and how to ensure both your client – and your underwriter – are very clear on how valuable papers can be such an essential coverage… provided it’s done correctly.
Who Should Attend: Commercial-lines sales and service brokers, commercial-lines managers and team leaders, and marketing brokers.
27 Apr 21
Web Broadcast
10AM - 11AM (PT)
  • Weird and Whacky Commercial Lines Cases -New-
  • 2 Technical Credits
  • Krista Prockiw
Does a CGL cover injuries arising from a musician “jam session”? If a snowmobile provides taxi services does it fit within an “automobile” exclusion? Discuss these and other unorthodox coverage questions, all based on real-life incidents, court cases and outcomes.
Who Should Attend: All commercial lines brokers at all levels.
28 Oct 21
Web Broadcast
10AM - NOON (PT)